Briefly describe the company in the case analysis. What is their primary business, who were the officers or key players described in the case study? If the case study company is currently in business, list the company’s current CEO, total sales and profit or loss for the last year where data is available. Identify key events or phases in the company’s history. Describe the performance of this company in the industry. (10 points). Exceeds 200 words (5 points)
10 to >8.0 pts
Excellent
All elements of the business concept are present.
8 to >7.0 pts
Competent
The student is missing one element of the business concept.
7 to >6.0 pts
Fair
The student is missing two elements of the business concept.
6 to >5.0 pts
Poor
The student put forth minimal effort to express the business concept.
5 to >0 pts
Unacceptable
The student failed to meet the requirement. The student is not present for the presentation.
10 pts
This criterion is linked to a Learning Outcome SECTION B. INDUSTRY ANALYSIS
Research industry averages for profitability in your marketplace. Use this information to determine the validity of your own projections and make changes, if necessary, include the size of the industry in units and dollars; grow rate of the industry; future prospects for the industry; average gross and net margins on sales in the industry.
10 to >8.0 pts
Excellent
The student very clearly demonstrates the use of industry data when conducting the market, competitive, and financial analysis. Strategic planning recommendations made are clearly supported by research and long-term and short-term organizational goals.
8 to >7.0 pts
Competent
The student is missing one element of the industry analysis
7 to >6.0 pts
Fair
The industry analysis is missing 2 elements of the requirements.
6 to >5.0 pts
Poor
The industry analysis is missing several elements of the requirements.
5 to >0 pts
Unacceptable
The student failed to meet the requirement
10 pts
This criterion is linked to a Learning Outcome SECTION C. REGULATION & LEGAL
Create a SWOT analysis using Determine your location and business environment. Address all legal, zoning, and licensing concerns your business will face. Visit your state’s Secretary of State website. What form of business will you set up? Why? The level of detail required for this section will depend on your type of location (virtual, retail, warehouse, office, restaurant, etc.) and on your idea. Demonstrate that you have completed your research. DON’T say “We will obtain all of the appropriate permits”; instead, summarize them. When you explain your form of business—remember your audience. For example, if you select an S corporation, explain your reasoning for that selection in the context of your potential business, rather than providing the definition of an S corporation. Address any pending regulations which may have an impact on your business.
10 to >8.0 pts
Excellent
The student presented all the elements of the regulation and legal including SWOT analysis, zoning, licensing, business type, etc.
8 to >7.0 pts
Competent
The student is missing 1 element of the regulation and legal section
7 to >6.0 pts
Fair
The student is missing 2 elements of the regulation and legal section
6 to >5.0 pts
Poor
The student is missing several elements of the regulation and legal section requirements
5 to >0 pts
Unacceptable
The student did not meet this requirement
10 pts
This criterion is linked to a Learning Outcome SECTION D. COMPETITIVE ANALYSIS
Describe the competitive landscape. Who are the key competitors? What are their strengths and weaknesses? How will you take share from them? How will they most likely try to stop you if you are successful? Who are your indirect competitors? What do they offer your prospects? Include a map of their locations in your local area.
10 to >8.0 pts
Excellent
The student demonstrates an excellent understanding of the competitive environment.
8 to >7.0 pts
Competent
The student is missing 1 element of the competitive analysis
7 to >6.0 pts
Fair
The student is missing 2 elements of the competitive analysis
6 to >5.0 pts
Poor
The student poorly demonstrates the understanding of the competitive analysis.
5 to >0 pts
Unacceptable
The student failed to meet the requirement
10 pts
This criterion is linked to a Learning Outcome SECTION E. TARGET MARKET & SEGEMENTATION
Describe your market. Where is it? How big is it? What is the growth rate? What are the unique features or dynamics of this market? What causes people to buy? What are the demographics and psychographics of your target customer?
10 to >8.0 pts
Excellent
The student very clearly illustrates a high-level understanding of target market and segmentation.
8 to >7.0 pts
Competent
The student illustrates a competent level of understanding of target market and segmentation.
7 to >6.0 pts
Fair
The student illustrates a fair level of understanding of target market and segmentation
6 to >5.0 pts
Poor
The student poorly illustrates an understanding of target market and segmentation
5 to >0 pts
Unacceptable
The student failed to meet the requirement
10 pts
This criterion is linked to a Learning Outcome SECTION F. VALUE PROPOSITION
Specific evidence that people will buy your product or service. What is your “hook?” Describe your primary research, and explain how the results validate the value of your product or service to your target audience. Primary market research is the key to this evidence. Prove that if you make this investment, customers will buy what you are selling. What is your competitive edge?
10 to >8.0 pts
Excellent
The student clearly demonstrated a clear understanding of value proposition
8 to >7.0 pts
Competent
The student is missing 1 element of the value proposition
7 to >6.0 pts
Fair
The student is missing 2 elements of the value proposition
6 to >5.0 pts
Poor
The student is missing several elements of the value proposition
5 to >0 pts
Unacceptable
The student failed to meet the requirement
10 pts
This criterion is linked to a Learning Outcome SECTION G. PRICING STRATEGY
Describe your pricing strategy and specific prices. How did you arrive at these prices? What are competitive prices? Why are yours different? How do your prices relate to costs and your development investment?
10 to >8.0 pts
Excellent
The student addressed all elements of the pricing strategy.
8 to >7.0 pts
Competent
The student is missing 1 element of the pricing strategy
7 to >6.0 pts
Fair
The student is missing 2 elements of the pricing strategy.
6 to >5.0 pts
Poor
The student is missing several elements of the pricing strategy.
5 to >0 pts
Unacceptable
The student did not meet this requirement
10 pts
This criterion is linked to a Learning Outcome SECTION H. MARKETING PROMOTION STRATEGY
Describe the role, the strategy, and the execution of your total communications plan. What is your message? What are your specific communication vehicles, such as advertising, literature, promotion, the Internet? What type of scheduling or timing will you use? Show your budget by year and type of expense.
10 to >8.0 pts
Excellent
The student has an excellent understanding of the marketing promotion strategy displaying all elements of the strategy.
8 to >7.0 pts
Competent
The student demonstrates a competent level of understanding missing 1 element of the strategy
7 to >6.0 pts
Fair
The strategy is missing 2 elements of the requirements
6 to >5.0 pts
Poor
The strategy is missing several elements of the requirements
5 to >0 pts
Unacceptable
The student did not meet the requirement
10 pts
This criterion is linked to a Learning Outcome SECTION I. DAY TO DAY OPERATIONS
Describe how your business will “operate.” If you make a product, describe the production. If you offer a service, describe each step of that service. If you are a retailer, location, product mix, and suppliers are important. Think through your business’ daily operation and explain it in detail. Then, think about who, what, and how each of those steps will happen. Realistically, how much of this can one person do? Strategically, how will you plan for growth?
10 to >8.0 pts
Excellent
The student has an excellent understanding of the day to day operations displaying all the elements of this section.
8 to >7.0 pts
Competent
The student is missing 1 element of the day to day operations
7 to >6.0 pts
Fair
The student is missing 2 elements of the day to day operations
6 to >5.0 pts
Poor
The student is missing several elements of the day to day operations
5 to >0 pts
Unacceptable
The student did not meet the requirement
10 pts
This criterion is linked to a Learning Outcome SECTION J. FACILITIES AND EQUIPMENT PLAN
Describe and cost your capital assets, such as production lines, office equipment, and buildings. If you plan to have a physical location, include a floor plan if possible. Address your build-out strategy. Are you leasing a location that meets your specs (fairly unusual); if not, include a build-out plan with high-level milestones, dates, and costs? What are your startup timelines? Expansion timelines?
10 to >8.0 pts
Excellent
The student has a comprehensive facilities and equipment plan.
8 to >7.0 pts
Competent
The student is missing 1 element of the plan.
7 to >6.0 pts
Fair
The student is missing 2 elements of the plan
6 to >5.0 pts
Poor
The student is missing several elements of the plan
5 to >0 pts
Unacceptable
The student did not meet this requirement
10 pts
This criterion is linked to a Learning Outcome SECTION K. TECHNOLOGY PLAN
Describe your company’s IT needs and how much they will cost and how you will implement. Will you have a web presence, and if so, what type of functionality will it include? If you need a particular software program, explain its function. Will you need licenses for each employee? Will you handle your IT requirements with “in-house” or outsource to IT consultants—explain your decision.
10 to >8.0 pts
Excellent
The student has a full understanding and presents a comprehensive technology plan
8 to >7.0 pts
Competent
The student is missing 1 element of the technology plan
7 to >6.0 pts
Fair
The student is missing 2 elements of the technology plan
6 to >5.0 pts
Poor
The student is missing several elements of the technology plan
5 to >0 pts
Unacceptable
The student did not meet this requirement
10 pts
This criterion is linked to a Learning Outcome SECTION L. USE OF FUNDS
Describe how you plan to use the startup requirements in detail providing a start-up budget which includes all initial capital expenditures, build-out and start-up expenses. The details must be realistic and well researched. Data that does not make sense will cost you points. In other words, if you are starting a restaurant and your remodeling startup costs are $5,000, you would be penalized, since that amount is unrealistic.
40 to >34.0 pts
Excellent
The student demonstrated proficiently how to use funds for start up
34 to >28.0 pts
Competent
The student is missing 1 element of the use of funds plan.
28 to >22.0 pts
Fair
The student is missing 2 elements of the use of funds plan
22 to >16.0 pts
Poor
The student is missing several elements of the use of funds plan
16 to >0 pts
Unacceptable
The student did not meet this requirement
40 pts
This criterion is linked to a Learning Outcome SECTION M. SALES FORECAST
Create your 5-year forecast (See lecture for details). Units, dollars and assumptions are critical. Create the sales forecast in a narrative. These may be based on the optional worksheets. (Remember, you don’t submit the spreadsheet created using the course financial software, so restate important numbers in the form of charts, tables or excerpts from the SalesProj tab in your spreadsheet.) Your forecast is the descriiption of the units you plan to sell, the services (amount of them) you plan to provide, and your growth projections of these numbers. Document all assumptions, and provide external source information for all assertions.
40 to >34.0 pts
Excellent
The student has an excellent understanding of sales forecasting.
34 to >28.0 pts
Competent
The student is missing 1 element of the sales forecast
28 to >22.0 pts
Fair
The student is missing 2 elements of the sales forecast
22 to >16.0 pts
Poor
The student is missing several elements of the sales forecast
16 to >0 pts
Unacceptable
The student did not meet the requirement
40 pts
This criterion is linked to a Learning Outcome SECTION N. BREAKEVEN
Include a graphical representation that shows when your company will start making a profit.
40 to >34.0 pts
Excellent
The student presented an excellent graphical representation of breakeven
34 to >28.0 pts
Competent
The student is missing 1 element of the breakeven representation
28 to >22.0 pts
Fair
The student is missing 2 elements of the breakeven representation
22 to >16.0 pts
Poor
The student is missing several elements of the breakeven representation
16 to >0 pts
Unacceptable
The student did not meet this requirement
40 pts
This criterion is linked to a Learning Outcome APA Format / References
Paper properly written with APA format paper, citations and sources.
20 to >17.0 pts
Excellent
The student correctly formatted their paper in APA format with sufficient references
17 to >14.0 pts
Competent
The student’s paper was formatted in APA with a 1 error
14 to >11.0 pts
Fair
The student’s paper was formatted in APA with a few errors
11 to >8.0 pts
Poor
The student had several formatting issues and insufficient references
8 to >0 pts
Unacceptable
The student did not meet this requirement
20 pts
This criterion is linked to a Learning Outcome PRIMARY RESEARCH APPENDIX
You must use primary research as described in the Marketing section. Your Appendix must include evidence of that research. Examples might include survey responses, or interview notes. Faculty will confirm primary research—failure to provide evidence is an automatic 30-point deduction. Faculty, type in 0 points for the entire section if no primary research is provided in the final plan.
30 to >25.0 pts
Excellent
The student provided excellent examples and proof of research
25 to >20.0 pts
Competent
The student provided good examples and proof of research
20 to >15.0 pts
Fair
The student provided below average examples and proof of research
15 to >10.0 pts
Poor
The student did not provide examples or enough proof of research
10 to >0 pts
Unacceptable
The student did not meet this requirement
30 pts
This criterion is linked to a Learning Outcome BBUS.PLO.3.MANAGERIAL-SKILLS
Managerial Skills – BBUS Only BBUS PLO 3. With a focus on continuous improvement, develop and maintain the analytical and managerial skills required to address business problems, manage risk, and create new business opportunities in collaborative and dynamic organizations.
threshold: 3.0 pts
4 pts
Excellent: Course project requirements include PLO Assessment requirements. Award student 4 points if rated “Excellent” in this assessment area.
3 pts
Competent: Course project requirements include PLO Assessment requirements. Award student 3 points if rated “Competent” in this assessment area.
2 pts
Fair: Course project requirements include PLO Assessment requirements. Award student 2 points if rated “Limited” in this assessment area.
1 pts
Poor: Course project requirements include PLO Assessment requirements. Award student 1 points if rated “Poor” in this assessment area.
0 pts
Unacceptable: Course Project does not did not meet the PLO Assessemnt requirements. Award student 0 points if rated Unacceptable in this area.
4 pts
This criterion is linked to a Learning Outcome BBUS.PLO.6.INDUSTRY-TOOLS
BBUS PLO 6. Utilize industry-appropriate tools and techniques that identify problems, evaluate solutions, and make decisions that affect daily business operations and long-term strategies across varying organizational structures.
threshold: 3.0 pts
4 pts
Excellent: Course project requirements include PLO Assessment requirements. Award student 4 points if rated “Excellent” in this assessment area.
3 pts
Competent: Course project requirements include PLO Assessment requirements. Award student 3 points if rated “Competent” in this assessment area.
2 pts
Fair: Course project requirements include PLO Assessment requirements. Award student 2 points if rated “Limited” in this assessment area.
1 pts
Poor: Course project requirements include PLO Assessment requirements. Award student 1 points if rated “Poor” in this assessment area.
0 pts
Unacceptable: Course Project does not did not meet the PLO Assessemnt requirements. Award student 0 points if rated Unacceptable in this area
4 pts
This criterion is linked to a Learning Outcome BSHA.PLO.1.PROJECT-MANAGEMENT
BSHA PLO 1. Apply project management and business analysis principles.
threshold: 3.0 pts
4 pts
Excellent: Course project requirements include PLO Assessment requirements. Award student 4 points if rated “Excellent” in this assessment area.
3 pts
Competent: Course project requirements include PLO Assessment requirements. Award student 3 points if rated “Competent” in this assessment area.
2 pts
Fair: Course project requirements include PLO Assessment requirements. Award student 2 points if rated “Limited” in this assessment area.
1 pts
Poor: Course project requirements include PLO Assessment requirements. Award student 1 points if rated “Poor” in this assessment area.
0 pts
Unacceptable: Course Project does not did not meet the PLO Assessemnt requirements. Award student 0 points if rated Unacceptable in this area
4 pts
This criterion is linked to a Learning Outcome BSM.PLO.3.CONTINUOUS-IMPROVEMENT
BSM PLO 3. Apply fundamental management theories and resource management techniques to influence organizational performance to promote continuous improvement.
threshold: 3.0 pts
4 pts
Excellent: Course project requirements include PLO Assessment requirements. Award student 4 points if rated “Excellent” in this assessment area.
3 pts
Competent: Course project requirements include PLO Assessment requirements. Award student 3 points if rated “Competent” in this assessment area.
2 pts
Fair: Course project requirements include PLO Assessment requirements. Award student 2 points if rated “Limited” in this assessment area.
1 pts
Poor: Course project requirements include PLO Assessment requirements. Award student 1 points if rated “Poor” in this assessment area.
0 pts
Unacceptable: Course Project does not did not meet the PLO Assessemnt requirements. Award student 0 points if rated Unacceptable in this area
4 pts
This criterion is linked to a Learning Outcome BSTM.PLO.4.GLOBALIZED-MANAGEMENT
BSTM PLO 4. Demonstrate management and leadership skills to develop and maintain a successful workforce in a globalized environment.
threshold: 3.0 pts
4 pts
Excellent: Course project requirements include PLO Assessment requirements. Award student 4 points if rated “Excellent” in this assessment area.
3 pts
Competent: Course project requirements include PLO Assessment requirements. Award student 3 points if rated “Competent” in this assessment area.
2 pts
Fair: Course project requirements include PLO Assessment requirements. Award student 2 points if rated “Limited” in this assessment area.
1 pts
Poor: Course project requirements include PLO Assessment requirements. Award student 1 points if rated “Poor” in this assessment area.
0 pts
Unacceptable: Course Project does not did not meet the PLO Assessemnt requirements. Award student 0 points if rated Unacceptable in this area
4 pts
This criterion is linked to a Learning Outcome BTSM.PLO.5.QUALITY-IMPROVEMENT
BSTM PLO 5. Examine issues and needs related to organizational challenges and propose change for quality improvement.
threshold: 3.0 pts
4 pts
Excellent: Course project requirements include PLO Assessment requirements. Award student 4 points if rated “Excellent” in this assessment area.
3 pts
Competent: Course project requirements include PLO Assessment requirements. Award student 3 points if rated “Competent” in this assessment area.
2 pts
Fair: Course project requirements include PLO Assessment requirements. Award student 2 points if rated “Limited” in this assessment area.
1 pts
Poor: Course project requirements include PLO Assessment requirements. Award student 1 points if rated “Poor” in this assessment area.
0 pts
Unacceptable: Course Project does not did not meet the PLO Assessemnt requirements. Award student 0 points if rated Unacceptable in this area
4 pts
This criterion is linked to a Learning Outcome UGB.PLO.A.COMMUNICATION
PLO A.COMMUNICATION maps to: BBUS PLO 1. Develop the ability to effectively convey information to a variety of business audiences using oral, written and technological platforms. BSM PLO 1. Develop the skills to effectively communicate quality information to a variety of business audiences using oral, written and technological platforms. BSTM PLO 2. Develop the skills to effectively convey information to a variety of business audiences using oral, written, presentation, and technological platforms. HCA PLO 6: Communicate effectively both orally and in writing.
threshold: 3.0 pts
4 pts
Excellent: Course project requirements include PLO Assessment requirements. Award student 4 points if rated “Excellent” in this assessment area.
3 pts
Competent: Course project requirements include PLO Assessment requirements. Award student 3 points if rated “Competent” in this assessment area.
2 pts
Fair: Course project requirements include PLO Assessment requirements. Award student 2 points if rated “Limited” in this assessment area.
1 pts
Poor: Course project requirements include PLO Assessment requirements. Award student 1 points if rated “Poor” in this assessment area.
0 pts
Unacceptable: Course Project does not did not meet the PLO Assessemnt requirements. Award student 0 points if rated Unacceptable in this area.
4 pts
This criterion is linked to a Learning Outcome UGB.PLO.B.LEADERSHIP AND CONFLICT
UGB.PLO.B.LEADERSHIP AND CONFLICT maps to: BBUS 2. Apply leadership and conflict management techniques to effectively manage and collaborate within cross-cultural business environments in physical and virtual settings. BSM 4. Apply leadership, resource management and conflict management techniques to effectively manage and collaborate within cross-cultural business environments. BSTM 3. Apply leadership and conflict management techniques to foster collaboration within cross-cultural and inter-disciplinary business environments.
threshold: 3.0 pts
4 pts
Excellent: Course project requirements include PLO Assessment requirements. Award student 4 points if rated “Excellent” in this assessment area.
3 pts
Competent: Course project requirements include PLO Assessment requirements. Award student 3 points if rated “Competent” in this assessment area.
2 pts
Fair: Course project requirements include PLO Assessment requirements. Award student 2 points if rated “Limited” in this assessment area.
1 pts
Poor: Course project requirements include PLO Assessment requirements. Award student 1 points if rated “Poor” in this assessment area.
0 pts
Unacceptable: Course Project does not did not meet the PLO Assessemnt requirements. Award student 0 points if rated Unacceptable in this area.
4 pts
This criterion is linked to a Learning Outcome UGB.PLO.C.ETHICS
UGB.PLO.C.ETHICS maps to: BBUS 4. Evaluate conduct and activities that influence organizational values, ethics, and professional responsibility. BSM 5. Evaluate stakeholder influence on organizational values, ethics and professional responsibility.
threshold: 3.0 pts
4 pts
Excellent: Course project requirements include PLO Assessment requirements. Award student 4 points if rated “Excellent” in this assessment area.
3 pts
Competent: Course project requirements include PLO Assessment requirements. Award student 3 points if rated “Competent” in this assessment area.
2 pts
Fair: Course project requirements include PLO Assessment requirements. Award student 2 points if rated “Limited” in this assessment area.
1 pts
Poor: Course project requirements include PLO Assessment requirements. Award student 1 points if rated “Poor” in this assessment area.
0 pts
Unacceptable: Course Project does not did not meet the PLO Assessemnt requirements. Award student 0 points if rated Unacceptable in this area.
4 pts
This criterion is linked to a Learning Outcome UGB.PLO.D.RESEARCH
UGB.PLO.D.RESEARCH maps to: BBUS 5. Apply qualitative and quantitative research methods to evaluate and solve management issues relevant to a global workforce. BSM 2. Apply qualitative and quantitative research methods and critical thinking skills to evaluate and solve management issues relevant to a global workforce. BSTM 1. Apply qualitative and quantitative research to evaluate and solve technical management issues relevant to a global organization.
threshold: 3.0 pts
4 pts
Excellent: Course project requirements include PLO Assessment requirements. Award student 4 points if rated “Excellent” in this assessment area.
3 pts
Competent: Course project requirements include PLO Assessment requirements. Award student 3 points if rated “Competent” in this assessment area.
2 pts
Fair: Course project requirements include PLO Assessment requirements. Award student 2 points if rated “Limited” in this assessment area.
1 pts
Poor: Course project requirements include PLO Assessment requirements. Award student 1 points if rated “Poor” in this assessment area.
0 pts
Unacceptable: Course Project does not did not meet the PLO Assessemnt requirements. Award student 0 points if rated Unacceptable in this area.
4 pts
Total Points: 360
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